Madison Acquisition Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Madison Acquisition Group LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Madison Acquisition Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Madison Acquisition Group LLC under EIN 27-1109369 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,485 participants and $15,749,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Madison Acquisition Group LLC
EIN
27-1109369
Plan number
001
Plan type
2
Location
Southampton, NY
Latest filing year
2023
Participants
1,485
End-of-year plan assets
$15,749,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,485H, C20240920062031NAL0007104209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,749,747
Total liabilities (EOY)
$0
Net assets (EOY)
$15,749,747
Net assets (BOY)
$10,134,358

Income & contributions

Employer contributions
$0
Participant contributions
$3,315,421
Total contributions
$5,412,866
Total income / additions
$7,334,352

Expenses & distributions

Benefits paid
$776,445
Administrative expenses
$90,494
Total expenses
$879,702
Net increase / (decrease)
$6,454,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialADVISOR$59,015not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$29,865not reported in the loaded dataset2023

Related Form 5500 pages